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About Products and Services

How We Work

Wealth Development GroupWealth Development Group, LLC, offers the following products and services to its clients in a variety of account relationship formats. Each format is based on the arrangement which best fits our client's needs, circumstances, goals and objectives and is mutually selected by the client and by us to achieve the desired relationship. The products and services offered include:

Investment Products

Mutual Funds

Exchange Traded Funds (EFT's)

Common and Preferred Stocks

Municipal and Corporate Bonds

Brokerage CD's

Government Securities

529 College Savings Plans

Real Estate Investment Trusts (REIT's)

Limited Partnerships

Variable Annuities and Life Insurance

    Investment Account Relationship

    Direct Sponsor Accounts

    Brokerage Accounts

    Fee Based Advisory Accounts

    Third Party Advisory Management Service

    Pre & Post Retirement Planning

    401(k) Retirement Plans

    403(b) Retirement Plans

    Defined Benefit Pension Plans

    Money Purchasing Pension Plans

    Profit Sharing Plans

    Employee Stock Option Plans (ESOPs)

    Deferred Compensation Plans

    IRA & 401 (k) Rollovers

    Traditional IRA

    Roth IRA


    Simple IRA

    Stretch IRA

    Financial Planning

    Cash-Flow Planning Strategies

    Estate Planning Strategies

    Asset Preservation Strategies

    Income Preservation Strategies

    Family Legacy Planning Strategies

    Multi-Generational Planning Strategies

    Special Needs Planning

    Limited Partnership Arrangements for Families

    Charitable Gift and Planned Giving Arrangements

    Business Continuation and Succession Planning


      Life Insurance

      Deferred Annuities

      Income Annuities

      Disability Income Insurance

      Long Term Care Insurance

      Medicare Supplement Insurance

      Group Medical/Dental/Life/Disability/Long Term Care Insurance

      Tax Planning

      Tax Advantaged Asset Acquisition and Liquidation Strategies

      Tax Advangtaed Family Asset Transfer Strategies

      Strategic Income, Estate and Gift Tax Planning

      Structuring Business Entities to Minimize Taxes

      Business Formation and Entity Tax-Efficient Investment Planning

      For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  215-491-1520